Jeremy Davis, financial advisor Burien WA
93 score

Jeremy Davis

CRD Number: 5347531
Current Firm: U.s. Bancorp Investments, Inc.

Jeremy Davis (CRD# 5347531) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Burien, WA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
U.s. Bancorp Investments, Inc. Seattle, WA Oct 2017 - Current < 1
J.p. Morgan Securities LLC Phoenix, AZ Oct 2012 - Oct 2017 5
Chase Investment Services Corp. Scottsdale, AZ May 2009 - Oct 2012 3
Wamu Investments, Inc. Phoenix, AZ Jan 2008 - May 2009 1
Washington Mutual Phoenix, AZ Nov 2007 - May 2009 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2010
S66 NASAA Uniform Combined State Law Examination Aug 2007
Contact Info for Jeremy J. Davis
Phone Number: 800-888-4700
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    6,171
    MILLIONS
  • Total Number of Accounts
    27,543
    ACCOUNTS
  • Average Account Value
    $224,036
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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